Company facts
- Industry
- Investment Advice
- Headquarters
- San Mateo, California
- Most recent report
- 10-K, filed Nov 9, 2026
- Incorporated
- Delaware
- Filings on record
- 1,002+ filings
- On EDGAR
- CIK 38777
- Fiscal year ends
- September
- Filer status
- Large accelerated filer
Financials 8 of 24
News 8 of 53
Prospectuses and Registrations 8 of 13
- 424B5 Prospectus supplement for an offering Aug 7, 2026
- FWP Free writing prospectus Aug 5, 2026
- 424B5 Prospectus supplement for an offering Aug 5, 2026
- S-8 Registration statement for an employee plan Feb 3, 2026
- S-3ASR Automatic shelf registration Feb 5, 2025
- S-3 Shelf registration statement Jul 1, 2024
- S-8 Registration statement for an employee plan Mar 21, 2024
- S-8 Registration statement for an employee plan Nov 16, 2021
Proxies 8
- DEF 14A Proxy statement for a shareholder vote Dec 22, 2025
- DEF 14A Proxy statement for a shareholder vote Dec 20, 2024
- DEFA14A Extra proxy material Dec 27, 2023
- DEF 14A Proxy statement for a shareholder vote Dec 27, 2023
- DEF 14A Proxy statement for a shareholder vote Dec 28, 2022
- DEFA14A Extra proxy material Jan 11, 2022
- DEF 14A Proxy statement for a shareholder vote Jan 11, 2022
- DEFR14A Jan 21, 2021
Ownership 8 of 888
- SCHEDULE 13D/A Large holder reported an active stake, amended Nov 4, 2026
- SCHEDULE 13G Large holder reported a passive stake Oct 28, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended Oct 28, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended Oct 28, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended Oct 28, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended Oct 28, 2026
- SCHEDULE 13G Large holder reported a passive stake Oct 28, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended Oct 28, 2026
Other 8 of 16
What to read: FY2026 10-K
SECSift found 4 of 27 sections worth reading, with 1 positive, 11 notable, and 3 negative flags.
Business (Item 1)
Contains specific AUM, recent acquisitions, regulatory updates, and employee data.Notable- Name changed to Franklin Templeton Inc. effective August 17, 2026, reflecting brand alignment.
- Agreed to acquire majority stake in Stoneshield Capital, a European real assets manager, expected Q4 2026.
- Completed Encina transaction expanding asset-backed finance platform with $480 million seed portfolio.
- Acquired 250 Digital in June 2026, forming Franklin Crypto group to target institutional digital assets.
Management's Discussion (Item 7)
MD&A with key results, AUM flows, and risks.PositiveMarket Risk (Item 7A)
Quantified market risk exposures: AUM sensitivity $838M, FX risk $126M, market valuation $255M.Notable- A 10% AUM drop would cut operating revenues by $838.4M for FY2026.
- Investments in debt securities total $3,004.7M, but 100bp move seen as not material.
- A 10% USD weakening would cut AOCI by $126.1M and pre-tax earnings by $4.5M.
- A 10% change in fair value investments would change pre-tax earnings by $255.2M.
Financial Statements (Item 8)
Core financial statements and notes with material company-specific details.Notable
What changed: FY2026 vs. FY2025
About 7% of BEN's FY2026 10-K is new information. 53 paragraphs were added, 250 changed, and 82 removed. Below are the most important lines SECSift identified.
New
- New 5.500% Notes due 2036 added (Exhibit 4.7); prior Legg Mason 4.750% Notes due 2026 (Exhibit 4.10) removed.
- Added that the company is subject to audit by regulators and maps program to industry standards.
- Non-fee generating uncalled capital commitments now included in long-term inflows starting fiscal 2026.
Changed
- Net income attributable to Franklin Templeton, Inc. rose to $1,075.3 million in fiscal 2026 from $524.9 million in fiscal 2025.
- Operating income rose to $1,175.9 million in fiscal 2026 from $604.1 million in fiscal 2025.
- Total assets increased to $38,626.5 million as of September 30, 2026 from $32,368.3 million a year earlier.
- Added AI and misuse by illicit actors as transformative pressures in competition risk.
- Added legal/regulatory issues, attrition, insurance coverage, and deepfakes to cybersecurity risk.
- Added legislative bodies, governance requirements, and AI-related cybersecurity threats to AI risk.
- Age rose to 59 from 58.
- Age rose to 62 from 61.
- Age rose to 65 from 64.
- Age rose to 86 from 85.
- Board authorized additional 20.8 million shares in Dec 2025, down from 27.2 million in Dec 2023.
- Board/Audit Committee now receives cybersecurity reports more frequently than annually, up from at least annually.
- Changed 'specialist investment managers' to 'specialist investment groups ("Investment Groups")' and added defined term.
- Chinese Yuan removed from list of primary foreign currencies; percentage of foreign currency assets fell to 25% from 27%.
- Company name changed to Franklin Templeton, Inc. from Franklin Resources, Inc. in the signature block.
- Company name in mailing address changed to Franklin Templeton, Inc. from Franklin Resources, Inc.
- Company renamed from Franklin Resources, Inc. to Franklin Templeton, Inc. in fiscal 2026.
- DOL vacated its 2024 fiduciary rule, reinstated historical five-part test, no further amendments planned as of March 2026.
- Leased and occupied space rose to 2,053,000 sq ft from 2,022,000.
- Maximum lease term for excess owned space extended to 2039 from 2036.
- New certificate of amendment effective August 17, 2026 and new bylaws effective same date replaced prior bylaws effective July 8, 2025.
- New credit agreement dated July 30, 2026 replaced prior agreement dated April 30, 2025.
- Non-Employee Director Compensation now filed herewith (as of December 17, 2025) instead of incorporated by reference (as of October 21, 2024).
- Now discloses having experienced threats/breaches and covers three fiscal years ended September 30, 2026, including material costs/damages.
- Now says they offer many types of ETFs, not just may offer certain types.
- Other owned properties dropped to 18,947 sq ft from 75,239, with no third-party leases.
- Restructured from specialist investment managers to three groups: Public Markets, Alternatives, and Capabilities.
- St. Petersburg leased to third parties fell to 371,990 sq ft from 392,458.
- Stockholders of record fell to 2,132 from 2,231.
- Total owned square footage fell to 2,621,461 from 2,677,753.
- Website URL for Code of Ethics changed to www.franklintempleton.com/corporate from www.franklinresources.com.
Removed
- Dropped the specific COVID-19 pandemic example from the contagious diseases risk.
- Removed specific reference to Western Asset Management investigations and Note 15.
- Removed the role of Assistant Secretary, which was held since December 2024.
- The critical audit matter for the valuation of the WAM indefinite-lived intangible asset was removed because the impairment and investigations were resolved.
- Financial Statements (Item 8) 76
- Management's Discussion (Item 7) 74
- Business (Item 1) 54
- Risk Factors (Item 1A) 20
- Form 10-K Summary (Item 16) 15
- Market Risk (Item 7A) 6
- Cybersecurity (Item 1C) 5
- Market for the Stock (Item 5) 3
- Directors and Officers (Item 10) 3
- Properties (Item 2) 2
- Part I (Part I) 1
- Mine Safety (Item 4) 1
Everything here comes from Franklin Templeton Inc's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Nov 9, 2026, from the 10-K for FY2026.